How To: Upload Terms and Conditions
When emailing Purchase Orders, Terms and Conditions can be attached so you can share your rules, guidelines, and expectations.
All clients types that use Purchase Orders as part of their purchasing workflow can use this function.
To upload terms and conditions:
- Open a committed Purchase Order and select Print.
- Click Email to Vendor.
- Select Load File.
- Select the file from the stored location on your computer and then click Open.
The uploaded file will be saved and available to add to any purchase order when emailing.
Figure 1. Select the Include Terms and Conditions box when emailing a purchasing order to add this information to the email.
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